+285.6%
APH vs SOUN
+166.4%
+119.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | -5.2% | +10.2% | +5.5% |
| 30D | -3.9% | +4.8% | -8.7% | -4.5% |
| 3M | +13.0% | -15.9% | +28.8% | +14.3% |
| 6M | +25.2% | -17.4% | +42.6% | +26.0% |
| YTD | +22.9% | -32.4% | +55.3% | +25.6% |
| 1Y | +47.8% | -49.3% | +97.1% | +54.0% |
| All | +285.6% | +166.4% | +119.2% | +241.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling